Learning Experience Working Group

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Property Value
Date Created 2021-12-15
Target End Date 2022-03-15
Slack #wg-learning-experience (only accessible from within the company)
Google Doc Learning Experience Working Group Agenda (only accessible from within the company)
Related Epics and Issues PROJ: LXP Platform Evaluation Epic

Business Goals

  1. Identify a Learning Experience Platform for Professional Services
    1. Present to e-group
    2. Define & confirm requirements
    3. Evaluate vendors
    4. Ensure content is searchable in handbook
    5. Select platform
  2. Determine if Field Enablement and Learning & Development use cases can be met by Professional Services Learning Experience Platform
    1. Need to ensure that the platform meets the use cases for internal team members
  3. Create ongoing implementation and workback plan

Exit Criteria

Select a learning platform for Professional Services, that supports the following

  1. System must include:
    1. eCommerce features
    2. Excellent learner experience
    3. Learning Paths
    4. Certification Exams
    5. Certification Provisioning
    6. Integration with CRM

Determine if learning platform can be used by other audiences

  1. Document in the handbook if learning platform can be used by Field Enablement and L&D use cases
  2. Go/No-go decision on the need for an additional learning platform for team members

Roles and Responsibilities

Working Group Role Person Title
Executive Sponsor & Facilitator Bryan Wise VP, Information Technology
Functional Lead Michael Lutz Senior Director, Professional Services
Functional Lead David Somers Senior Director, Field Enablement
Functional Lead Christopher Nelson Sr. Director, Enterprise Applications
Member Sean Sandoval Sr. Manager, Professional Education Services
Member Kendra Marquart Sr. Technical Instructional Designer, Customer Education
Member Jamie Allen Learning Systems Adminstrator, Learning & Development
Member Barbara Roncato Business Systems Analyst, Enterprise Applications
Last modified September 1, 2023: Mark all active working groups (e749da39)